Taiwan Semiconductor Manufacturing Co. announced a 67.9% year-on-year increase in June revenue on Monday, ahead of its second-quarter earnings announcement scheduled for later in the week. The chipmaker’s June sales totaled NT$ 442.68 billion, representing a 6.2% month-over-month increase.
For the first half of 2026, TSMC’s cumulative revenue reached 2.4 trillion new Taiwan dollars, equivalent to $74.99 billion, marking a 35.6% increase relative to the same period in 2025. The company’s stock price rose 1% following the announcement. Industry analysts characterized the results as robust, noting that the chipmaker’s second-quarter revenue surpassed its high-end guidance threshold of $40.2 billion. The performance proved notable given that June revenue historically has declined month-over-month over the preceding four years.
The surge in TSMC’s sales reflects strong demand in the artificial intelligence sector. The chipmaker reported that supply constraints remain tight in AI applications, with its N3 process node experiencing sold-out conditions. The N3 process represents the preferred manufacturing node among leading AI GPU and CPU designers during the current period. Analysts estimate that TSMC is positioned to generate approximately $40 billion in AI chip revenue throughout 2026, representing close to 25% of its total anticipated revenue.
TSMC manufactures semiconductors across diverse applications ranging from consumer smartphones to advanced AI computing systems. The company counts major U.S. technology firms including Nvidia, Apple, and Advanced Micro Devices among its principal clients. As of the first quarter of 2026, TSMC maintained a 73% share of the global pure-foundry market, according to data from Counterpoint Research.
The company announced plans to establish two advanced chip packaging facilities at the Chiayi Science Park in southern Taiwan, with the first site currently operating at mass production capacity and the second expected to commence operations in the near term. TSMC is scheduled to release its second-quarter earnings results on Thursday, July 16.
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